United Performing Arts Fund Allocates $9 Million

by Jacob Coakley

The United Performing Arts Fund will distribute $9,075,300 to its member organizations and affiliates. The $9 million is a nine percent increase over 2013 and the most in UPAF history. The record-setting 2014 UPAF Campaign was co-chaired by Bob Arzbaecher, chairman of Actuant Corporation; Therese Burkhart, community volunteer; and Glen Hackmann, vice chairman of Robert W. Baird and Co. The allocation numbers are determined by an independent committee, which was expanded this year to increase representation of UPAF's largest corporate donors. The UPAF Allocation Committee utilized the allocation process that was established in 2013 to ensure transparency and objectivity while maintaining prudent stewardship of donor dollars.

 

United Performing Arts Fund to Allocate a Record $9 Million

to Performing Arts Groups
Southeastern Wisconsin vibrant arts landscape to benefit from record-breaking increase

Milwaukee, WI (September 24, 2014) –The United Performing Arts Fund (UPAF) today announced that the organization will distribute $9,075,300, a nine percent increase over 2013 and the most in UPAF history, as a result of its 2014 fundraising campaign. UPAF's 15 Member Groups will receive a total of $8,853,306, with the additional $221,993 supporting 23 Affiliates.

The record-setting 2014 UPAF Campaign was co-chaired by Bob Arzbaecher, chairman of Actuant Corporation; Therese Burkhart, community volunteer; and Glen Hackmann, vice chairman of Robert W. Baird and Co.

"Allocating more than $9 million to our performing arts groups enables UPAF to fulfill a vital part of its mission, which is to judiciously steward the dollars we raise," said UPAF President and CEO Deanna Tillisch. "Our community has shown its commitment to the performing arts, which is essential to sustaining a vibrant cultural scene in Southeastern Wisconsin."

There were many factors that contributed to the success of the 2014 Campaign according to Tillisch, including:

•       Increasing Workplace Giving Campaign participation at existing companies and organizations by 2.7 percent, equating to $427,000 in new funding.

•       Raising almost $690,000 in new funding through individual leadership donors. More than 500 leadership donors increased their gifts by at least 10 percent.

•       Growing the percentage of Westside donors with approximately 14 percent of campaign donors residing in Waukesha County compared to 12 percent in 2013.

•       Recruiting 282 UPAF Notable Women, sponsored by BMO Harris, a 94.5 percent increase over 2013.

•       Raising more than $50,000 in new donations through Next Generation UPAF, sponsored by We Energies Foundation.

The allocation numbers are determined by an independent committee, which was expanded this year to increase representation of UPAF's largest corporate donors. The committee includes individuals from Northwestern Mutual, Johnson Controls, We Energies, Baird, PricewaterhouseCoopers and Ashton Group.

The UPAF Allocation Committee utilized the allocation process that was established in 2013 to ensure transparency and objectivity while maintaining prudent stewardship of donor dollars. Allocation consists of five factors:

  1. Continuing Support: allocated by a determined percentage based on the size of the organization, with the six Cornerstone Member Groups receiving 92.3 percent of continuing support funds.
  2. Organizational and Financial Management: measured through the beta-tested organizational performances scorecard, developed by Northwestern Mutual.
  3. Campaign Support: Member Groups earn this through their active participation in the UPAF Campaign.
  4. Education: dollars raised through UPAF Notable Women, plus other restricted funds raised during the campaign specifically for arts education and up to 5 percent of allocable funds. Due to the growth of UPAF Notable Women, UPAF used one percent of allocable funds for arts education.
  5. Intangible & Restricted Funds:
    1. Milwaukee Repertory Theater: $250,000 of the UPAF Intangible Fund was awarded to The Rep for its Distressed Building Fund. In 2013 UPAF's Allocation Committee received Board approval to continue having an Intangible Fund to provide the organization with financial flexibility. Currently, the Intangible Fund is 4 percent of allocable dollars, which can be used in full for a single purpose or divided up for various purposes. The UPAF Board has the authority to use the fund at its discretion.

Milwaukee Symphony Orchestra (MSO): $225,000 was earmarked for the MSO by three large UPAF corporate donors. This is in response to the MSO Emergency Campaign, with the corporate donors requesting the earmarked funds to be held by UPAF to ensure certain conditions were met.

2014-15 UPAF Member Group Allocation
UPAF Member Group: 2014-15 Allocation
Bel Canto Chorus: $80,474
Danceworks: $192,184
First Stage: $784,766
Florentine Opera Company: $793,017
Milwaukee Ballet Company: $866,647
Milwaukee Chamber Theatre: $169,807
Milwaukee Children's Choir: $107,899
Milwaukee Public Theatre: $86,389
Milwaukee Repertory Theater: $1,634,685
Milwaukee Symphony Orchestra: $2,633,641
Milwaukee Youth Symphony Orchestra: $413,333
Next Act Theatre: $169,711
Present Music: $191,128
Renaissance Theaterworks: $137,378
Skylight Music Theatre: $592,248
Total Dollars: $8,853,306

In addition to funding its Member Groups, UPAF will distribute $221,993 to 23 Affiliates that applied for dollars through a competitive, program-based grant application process. Affiliate funding is determined by an outside panel of reviewers.    

About UPAF

United Performing Arts Fund's mission is to secure community resources, promote the performing arts as a regional asset, and improve the quality of life through responsible investment in and financial support of the performing arts in Southeastern Wisconsin. Our vision is to shape a diverse, vibrant and sustainable cultural life for all. In 2014 UPAF's Annual Campaign raised more than $11.7 million dollars to support the area's vibrant performing arts environment. UPAF proudly bears Charity Navigator's highest distinction for nonprofits, a four-star rating.    

As an umbrella organization, UPAF supports a breadth of performing arts groups that collectively offer something for everyone through its 15 Member Groups and numerous Affiliates. More than one million people are touched each year through performances, educational outreach, special events and community partnerships.